Elected Manager · Doyenne Wealth Advisors
Katherine T. Donaldson
CRD 4630334 · Named on Form ADV at one SEC-registered adviser
At a glance
Doyenne Wealth Advisors, an SEC-registered wealth manager based in Chicago, IL with $2.0 billion in regulatory assets, lists Katherine T. Donaldson on its Form ADV as Elected Manager, a control person.
Firms and roles
- Doyenne Wealth AdvisorsElected ManagerWealth manager · Chicago, IL · $2.0B in regulatory assets
AtlasMembers
Katherine’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Katherine’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Laura N. SternOwner, Doyenne Wealth Advisors
- Mary C. AllvineChief Executive Officer, Elected Manager, Doyenne Wealth Advisors
- Kristin L. BalonElected Manager, Doyenne Wealth Advisors
- ANNE R. PettyElected Manager, Doyenne Wealth Advisors
- Kathleen S. WarnerChief Compliance Officer, Elected Manager, Doyenne Wealth Advisors
1 more person named with Katherine on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Katherine’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.